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Big Tech Earnings Test Market as IPO Flood Dampens Rally

4/27/2026

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Story summary
  • Alphabet, Amazon, Meta and Microsoft will report earnings on Wednesday, providing a pivotal market test.
  • Over 300 IPO offerings in April have flooded supply and weakened the recent health-care rally.
  • Health-care shares such as Johnson & Johnson and Danaher are in the low $90s.
  • Upcoming IPOs of SpaceX, OpenAI and Anthropic could draw money from the S&P 500 and pressure Nvidia.
  • Apple is set to release its earnings on Thursday.